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JARRETT FOUNDATIONS, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan NameJARRETT FOUNDATIONS, INC. 401(K) PLAN & TRUST
Plan identification number 001

JARRETT FOUNDATIONS, INC. 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JARRETT FOUNDATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JARRETT FOUNDATIONS, INC.
Employer identification number (EIN):472328731
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Additional information about JARRETT FOUNDATIONS, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2014-11-12
Company Identification Number: C3725756
Legal Registered Office Address: 4518 Winters Street

McClellan
United States of America (USA)
95652

More information about JARRETT FOUNDATIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JARRETT FOUNDATIONS, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JULIE CUNEO2024-08-27
0012022-01-01JULIE CUNEO2023-06-08 JULIE CUNEO2023-06-08
0012021-01-01JULIE CUNEO2022-07-29
0012020-01-01JULIE CUNEO2021-03-26
0012019-01-01JULIE CUNEO2020-05-12
0012018-01-01JULIE CUNEO2019-04-29 JULIE CUNEO2019-04-29
0012017-01-01JULIE CUNEO2018-03-20
0012016-01-01JULIE CUNEO2017-04-07
0012015-01-01JULIE CUNEO2016-04-20

Financial Data on JARRETT FOUNDATIONS, INC. 401(K) PLAN & TRUST

Measure Date Value
2025 : JARRETT FOUNDATIONS, INC. 401(K) PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-220
Total liabilities as of the end of the plan year2025-05-224816
Total liabilities as of the beginning of the plan year2025-05-220
Total expenses incurred by plan in this plan year2025-05-2246087
Net assets as of the end of the plan year2025-05-222026255
Total assets as of the beginning of the plan year2025-05-221543855
Value of plan covered by a fidelity bond2025-05-2225000
Participant contributions to plan in this plan year2025-05-22122052
Other expenses paid from plan in this plan year2025-05-220
Other contributions to plan in this plan year2025-05-220
Other income to plan in this plan year2025-05-22203750
Plan net income in this plan year2025-05-22477584
Net assets as of the end of the plan year2025-05-222021439
Net assets as of the beginning of the plan year2025-05-221543855
Employer contributions to plan in this plan year2025-05-22197869
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-227750
2024 : JARRETT FOUNDATIONS, INC. 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-270
Total liabilities as of the end of the plan year2024-08-270
Total liabilities as of the beginning of the plan year2024-08-270
Total expenses incurred by plan in this plan year2024-08-2720944
Net assets as of the end of the plan year2024-08-271543855
Total assets as of the beginning of the plan year2024-08-271116345
Value of plan covered by a fidelity bond2024-08-2725000
Participant contributions to plan in this plan year2024-08-2776506
Other expenses paid from plan in this plan year2024-08-270
Other contributions to plan in this plan year2024-08-270
Other income to plan in this plan year2024-08-27196424
Plan net income in this plan year2024-08-27427510
Net assets as of the end of the plan year2024-08-271543855
Net assets as of the beginning of the plan year2024-08-271116345
Employer contributions to plan in this plan year2024-08-27175524
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-276307
2022 : JARRETT FOUNDATIONS, INC. 401(K) PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-290
Total liabilities as of the end of the plan year2022-07-290
Total liabilities as of the beginning of the plan year2022-07-290
Total expenses incurred by plan in this plan year2022-07-291109
Net assets as of the end of the plan year2022-07-291051525
Total assets as of the beginning of the plan year2022-07-29733643
Value of plan covered by a fidelity bond2022-07-2925000
Participant contributions to plan in this plan year2022-07-2983359
Other expenses paid from plan in this plan year2022-07-290
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-29105963
Plan net income in this plan year2022-07-29317882
Net assets as of the end of the plan year2022-07-291051525
Net assets as of the beginning of the plan year2022-07-29733643
Employer contributions to plan in this plan year2022-07-29129669
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-291109

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